Private Wealth Investment Specialist

Aumni; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Specialist to support Investors in all facets of their daily business and help bankers win new clients while deepening existing relationships.

You will work with a team of professionals to ensure timely investment reviews, implement asset allocation guidance, and uphold compliance with policies and procedures in a fast-paced private banking environment.

Qualifications

• Bachelor's degree required.
• Must obtain Series 7/66 and Insurance licenses within 90 days of start date.
• Experience in capital markets or institutional brokerage.

Responsibilities

• Support investment reviews with clients to validate the clients' current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales effort with Investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Skills

Series 7 license

Series 66 license

Insurance license

Capital markets experience

Communication skills

Analytical skills

Multi-tasking

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Specialist to support Investors in all facets of their daily business and help bankers win new clients while deepening existing relationships.

You will work with a team of professionals to ensure timely investment reviews, implement asset allocation guidance, and uphold compliance with policies and procedures in a fast-paced private banking environment.